Ted Koenig Discusses M&A and AI on Bloomberg TV

Monroe Capital LLC's Chairman, Ted Koenig, appeared on Bloomberg Markets: The Close on October 6, 2025. He discussed topics like inflation, interest-rate cuts, AI infrastructure, and the mergers and acquisitions outlook for late 2025. Koenig highlighted the importance of policy clarity for financing and deal activity from a platform managing $22 billion in assets.

Koenig warned against further rate cuts in a "hot" market, stressing inflation as a major challenge. He also emphasized the need for cost visibility for accurate pricing and larger deal volumes. In the AI sector, he favored infrastructure supporting AI, like power and energy systems, while maintaining a cautious stance on hospitality due to consumer stress.

Monroe focuses on middle-market resilience and cash-flow businesses, seeking opportunities in data center and automation growth. With an average portfolio EBITDA of $25 million, they remain committed to a fundamentals-first credit approach.